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Insights to inspire Better Portfolio Decisions
Expert perspectives, research, and real-world insights to advance portfolio thinking and smarter pharma decisions.


Rethinking Project Prioritization with What-If Analysis
Project prioritization is at the core of portfolio management in most pharma organizations. Many teams follow a familiar playbook: rank the projects by NPV, ROI, or some other metric... then select from the top until the budget is used up. Easy peasy, right? Well, not always! 🚫 Some of those top projects might be high risk, with a profile the company isn’t comfortable with 🔄 Others further down the list may be mid-trial, and hard to drop without operational or ethical impli
Magnus Ytterstad
Jun 112 min read


Modeling Fast-Track Uncertainty in Oncology Projects
About four years ago, we started rethinking how to support better drug development decisions, especially when it comes to strategic pivot points in projects. A recent example of that thinking is being used in oncology projects approaching phase 2, where fast-track designation might be an option. We've worked with several project teams on this. They often face tight timelines, competing programs, and a complex path to launch. A typical challenge is: What’s the best development
Magnus Ytterstad
Jun 102 min read


Designing the Future Pipeline: A New Lens on Portfolio Strategy
Two years ago, my colleague Stig Johan Wiklund and I published an article in Pharmaceutical Statistics that looked at a different angle of portfolio optimization. Most optimization work focuses on how to allocate resources across the current portfolio. We asked a different question: 👉What kind of projects should we be bringing into the portfolio in the first place? We defined four distinct project archetypes, each with its own profile for investment, risk, timeline, and pote
Magnus Ytterstad
May 291 min read


New AI Features in Captario SUM: SUMBuddy & Model Guide
We’ve just released two new AI-powered features into Captario SUM—both designed to make portfolio modeling and strategic evaluation faster, clearer, and more accessible. The first is SUMBuddy, a conversational assistant trained on Captario’s white papers, blog content, and system documentation. SUMBuddy helps users understand modeling concepts, portfolio evaluation approaches, and how to navigate features in Captario SUM. Whether you're comparing project strategies, exploring
Magnus Ytterstad
May 221 min read


A Vision from Four Years Ago—Now Shaping Portfolio Decisions in Real Time
After four years, the vision of a real-time, strategy-shaping portfolio studio is now reality with Next Gen Captario SUM—enabling live scenario modeling, investment decisions, and BD strategy.
Magnus Ytterstad
May 141 min read


Fast Track Built In: Smarter Portfolio Models with Embedded Decision Points
At the Why Summits Portfolio Management Conference in San Diego in January, one of the key topics in my presentation was how project templates impact portfolio decision-making. The structure of projects affects how companies evaluate strategic options, risk, and potential value. 1️⃣ A traditional project template follows a single path to launch, moving from Phase 2 to Phase 3, then to registration and launch. If there is a possibility to file based on Phase 2 data instead of
Magnus Ytterstad
May 61 min read
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